--- title: "在最新的美國銀行基金經理調查中，“賣出信號” 被觸發：股票配置創下紀錄的激增，而現金水平則大幅下降" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/286952002.md" description: "最新的美國銀行基金經理調查顯示，投資專業人士的股票配置創下紀錄，同時現金水平顯著下降。這一趨勢是在強勁的股市反彈之後出現的，主要受到少數科技行業的推動，引發了對可持續性和基礎經濟基本面的擔憂" datetime: "2026-05-19T18:02:20.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/286952002.md) - [en](https://longbridge.com/en/news/286952002.md) - [zh-HK](https://longbridge.com/zh-HK/news/286952002.md) --- # 在最新的美國銀行基金經理調查中，“賣出信號” 被觸發：股票配置創下紀錄的激增，而現金水平則大幅下降 With stocks levitating in a straight, diagonal line from the post-war bottom in late March - a move driven entirely by a offside positioning and a historic squeeze in a handful of memory, chip and AI stocks on hopes that trillions in debt-funded capex will magically trickle down in perpetuity to feed an AI beast whose return on invested capital still remains a giant mystery - it will probably not be a surprise to anyone that Bank of America's latest Fund Manager Survey (_available here for pro subs_) reveals a **record rise in equity allocation among Wall Street's investment professionals...** ### 相關股票 - [VUG.US](https://longbridge.com/zh-HK/quote/VUG.US.md) - [IVV.US](https://longbridge.com/zh-HK/quote/IVV.US.md) - [QLD.US](https://longbridge.com/zh-HK/quote/QLD.US.md) - [FBT.US](https://longbridge.com/zh-HK/quote/FBT.US.md) - [BIS.US](https://longbridge.com/zh-HK/quote/BIS.US.md) - [XBI.US](https://longbridge.com/zh-HK/quote/XBI.US.md) - [IBUY.US](https://longbridge.com/zh-HK/quote/IBUY.US.md) - [SOXL.US](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [VOO.US](https://longbridge.com/zh-HK/quote/VOO.US.md) - [IGV.US](https://longbridge.com/zh-HK/quote/IGV.US.md) - [VBK.US](https://longbridge.com/zh-HK/quote/VBK.US.md) - [RTH.US](https://longbridge.com/zh-HK/quote/RTH.US.md) - [QQQ.US](https://longbridge.com/zh-HK/quote/QQQ.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [XSW.US](https://longbridge.com/zh-HK/quote/XSW.US.md) - [TQQQ.US](https://longbridge.com/zh-HK/quote/TQQQ.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [SCHG.US](https://longbridge.com/zh-HK/quote/SCHG.US.md) - [SNSR.US](https://longbridge.com/zh-HK/quote/SNSR.US.md) - [IWF.US](https://longbridge.com/zh-HK/quote/IWF.US.md) - [SPY.US](https://longbridge.com/zh-HK/quote/SPY.US.md) - [LABU.US](https://longbridge.com/zh-HK/quote/LABU.US.md) - [ONLN.US](https://longbridge.com/zh-HK/quote/ONLN.US.md) - [QQEW.US](https://longbridge.com/zh-HK/quote/QQEW.US.md) - [EBIZ.US](https://longbridge.com/zh-HK/quote/EBIZ.US.md) - [IBB.US](https://longbridge.com/zh-HK/quote/IBB.US.md) - [BAC.US](https://longbridge.com/zh-HK/quote/BAC.US.md) - [BAC-Q.US](https://longbridge.com/zh-HK/quote/BAC-Q.US.md) - [BML-L.US](https://longbridge.com/zh-HK/quote/BML-L.US.md) - [BAC-L.US](https://longbridge.com/zh-HK/quote/BAC-L.US.md) - [BAC-K.US](https://longbridge.com/zh-HK/quote/BAC-K.US.md) - [BML-H.US](https://longbridge.com/zh-HK/quote/BML-H.US.md) - [BAC-N.US](https://longbridge.com/zh-HK/quote/BAC-N.US.md) - [BAC-E.US](https://longbridge.com/zh-HK/quote/BAC-E.US.md) - [MER-K.US](https://longbridge.com/zh-HK/quote/MER-K.US.md) - [BAC-O.US](https://longbridge.com/zh-HK/quote/BAC-O.US.md) - [BML-G.US](https://longbridge.com/zh-HK/quote/BML-G.US.md) - [BAC-M.US](https://longbridge.com/zh-HK/quote/BAC-M.US.md) - [BAC-B.US](https://longbridge.com/zh-HK/quote/BAC-B.US.md) - [BML-J.US](https://longbridge.com/zh-HK/quote/BML-J.US.md) - [BAC-S.US](https://longbridge.com/zh-HK/quote/BAC-S.US.md) - [BAC-P.US](https://longbridge.com/zh-HK/quote/BAC-P.US.md) - [8648.JP](https://longbridge.com/zh-HK/quote/8648.JP.md) ## 相關資訊與研究 - [美股高貴不貴 企業獲利支撐本益比 市值產業型美股 ETF 看俏](https://longbridge.com/zh-HK/news/286988455.md) - [巨生醫獲 SelectUSA 醫療科技組金牌 啟動美國 A 輪募資目標 1000 萬美元](https://longbridge.com/zh-HK/news/286905054.md) - [中東衝突與科技投資交織，美股面臨風險與機遇的挑戰](https://longbridge.com/zh-HK/news/286818032.md) - [第三方帳號成資安破口，SailPoint：很多企業連「誰能登入」都不知道](https://longbridge.com/zh-HK/news/286868553.md) - [鉅亨速報 - Factset 最新調查：Atlassian Corporation - Class ATEAM-US 的目標價調降至 115 元，幅度約 4.17%](https://longbridge.com/zh-HK/news/286814886.md)